See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,562 | $168,632+10.6% | $147,614+26.4% | $125,391+48.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.27% | 77.65%-80.9pp | 61.98%-65.3pp | 282.22%-285.5pp |
| Employer contribution / active EE | $5,936 | $6,252-5.1% | $5,564+6.7% | $4,866+22.0% |
| Participant deferral / active EE | $11,211 | $5,507+103.6% | $4,895+129.0% | $5,352+109.5% |
| Admin fee / account holder | $979 | $13,580-92.8% | $11,611-91.6% | $9,540-89.7% |